Clearstead Advisors’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
2,465
+416
| +20% | +$72.5K | 0.01% | 646 |
|
|
2025
Q1 | $294K | Buy |
2,049
+85
| +4% | +$12.2K | ﹤0.01% | 716 |
|
|
2024
Q4 | $350K | Sell |
1,964
-53
| -3% | -$9.45K | 0.01% | 673 |
|
|
2024
Q3 | $326K | Buy |
2,017
+158
| +8% | +$25.6K | 0.01% | 695 |
|
|
2024
Q2 | $283K | Hold |
1,859
| – | – | ﹤0.01% | 702 |
|
|
2024
Q1 | $266K | Sell |
1,859
-420
| -18% | -$60.1K | 0.01% | 420 |
|
|
2023
Q4 | $309K | Sell |
2,279
-2,511
| -52% | -$340K | 0.02% | 392 |
|
|
2023
Q3 | $580K | Buy |
4,790
+1,617
| +51% | +$196K | 0.02% | 386 |
|
|
2023
Q2 | $361K | Sell |
3,173
-241
| -7% | -$27.4K | 0.02% | 343 |
|
|
2023
Q1 | $336K | Buy |
3,414
+85
| +3% | +$8.36K | 0.02% | 319 |
|
|
2022
Q4 | $334K | Sell |
3,329
-716
| -18% | -$71.8K | 0.03% | 307 |
|
|
2022
Q3 | $401K | Sell |
4,045
-1,235
| -23% | -$122K | 0.04% | 263 |
|
|
2022
Q2 | $686K | Sell |
5,280
-132
| -2% | -$17.2K | 0.05% | 210 |
|
|
2022
Q1 | $767K | Buy |
5,412
+139
| +3% | +$19.7K | 0.05% | 211 |
|
|
2021
Q4 | $933K | Sell |
5,273
-55
| -1% | -$9.73K | 0.06% | 189 |
|
|
2021
Q3 | $770K | Sell |
5,328
-54
| -1% | -$7.8K | 0.06% | 196 |
|
|
2021
Q2 | $810K | Buy |
5,382
+104
| +2% | +$15.7K | 0.06% | 187 |
|
|
2021
Q1 | $743K | Sell |
5,278
-357
| -6% | -$50.3K | 0.06% | 183 |
|
|
2020
Q4 | $786K | Buy |
5,635
+1,589
| +39% | +$222K | 0.07% | 168 |
|
|
2020
Q3 | $594K | Buy |
4,046
+835
| +26% | +$123K | 0.06% | 164 |
|
|
2020
Q2 | $456K | Buy |
3,211
+861
| +37% | +$122K | 0.05% | 184 |
|
|
2020
Q1 | $326K | Buy |
+2,350
| New | +$326K | 0.05% | 189 |
|